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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 1, 2026The Morning Brief →Sign in
asset manager

Bernstein Private Wealth Management

In PWD coverage since August 21, 2026 · 4 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Advisor
Aug 30 · team liftout
Arrivals
None tracked.
Departures
Pasha Azad
Aug 31 · to UBS
Jeffrey Thompson
Aug 21 · to NewEdge Wealth
PWD coverage
move

Cetera's enterprise channel becomes the $1B exit

Sierra Ridge's $2.1 billion move shows the recruiting war now turns on growth infrastructure, not payout grids.
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
Moves · Aug 24The custody layer gets its own talent war
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
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